William Kennedy

Chief Investment Officer, Fieldpoint Private

Mr. Kennedy is the Chief Investment Officer of Fieldpoint Private and was appointed to the bank’s Board of Directors in December 2015. He chairs the firm’s Investment Committee and is responsible for all investment functions including capital market and manager research, asset allocation, portfolio construction, and performance/risk reporting. Mr. Kennedy directly manages discretionary investment portfolios for families and institutions. Prior to joining Fieldpoint Private in 2012, he was the Global Director of Research for Citigroup Global Markets, Inc. He also held senior positions at Century Atlantic Capital Management, Guy Carpenter & Company, and the DuPont Pension Fund. Mr. Kennedy has 30 years of investment and capital markets experience and holds a BA in economics and an MBA in finance from the Neeley School of Business at Texas Christian University. Mr. Kennedy is a CFA® charterholder and a member of the CFA Society of New York, The Economic Club of New York, the Global Interdependence Center, and the University Club. He has served on the boards of several educational, charitable and religious organizations.

William Kennedy | Rocky Mountain Economic and Entrepreneur Summit